Finding the ZERO Percent Tax Bracket In Retirement (with David McKnight)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Personal Finance, Financial Planning, Education, Retirement, Investing, Cfp, Business, Money

4.4 • 2K Ratings

🗓️ 29 August 2018

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

You've diligently saved and invested. You've taken careful care of your money, and you're now ready to enjoy your golden years...but your tax situation isn't what you'd expected and now you have a whole lot less money than you'd hoped. That's the situation that today's guest is hoping to help you eliminate by taking taxes out of the savings equation as much as possible. Coming down to the basement today we welcome the author of the bestselling book The Power of Zero, David McKnight. PLUS, in our headlines segment, one company is upping the credit card rewards game. Is it worth jumping on board? We'll share our thought on that, along with the details of the 2018 TIAA Plan Sponsor Survey results. What are employees looking for from their employer when it comes to saving for retirement goals? We'll dive into the results and maybe find some common ground between employers and employers today. Of course we'll still have time to answer Doug's trivia question, plus tackle a Haven Life Line letter and more, on today's show. Looking for something deeper than what we give you on the show? Subscribe to our weekly newsletter: The Stacker. And don't forget about our Three-Town Tour! The award winning Stacking Benjamins podcast is coming LIVE to a stage near you. Find out more on our Tour Page. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	You know in today's world seems like the best treatments reserved only for a few. Well,
0:04.4	Discover wants to change that by making everyone feel special. That's why with your Discover card
0:09.8	you have access to 24-7 live customer service as well as $0 fraud liability, which means you're never
0:16.5	held responsible for unauthorized purchases. Finally, no matter who you are or where you are in life,
0:22.4	you'll feel special with Discover. Learn more. No matter who you are or where you are in life,
0:22.6	you'll feel special with Discover.
0:24.6	Learn more at Discover.com slash credit card.
0:27.4	Limitations apply.
0:28.8	Here we go.
0:31.8	Hold your ears, folks. It's Showtime.
0:37.0	Live from Joe's mom's basement, it's the Stacking Benjamin Show. I'm Joe's mom's neighbor Doug and on today's show we welcome the author of The Power of Zero,
1:00.0	how to get to the 0% tax bracket and transform your retirement,
1:04.6	David McKnight.
1:05.8	Plus, in our headline segment, a new credit card gives big rewards to people who love
1:11.1	food and movies.
1:13.0	But if that's you, should you grab it?
1:15.6	Of course, we'll have an opinion.
1:17.5	We'll also throw out the Haven Lifeline to a lucky listener,
1:20.5	answer a question from the mail bag, and give you the experience of a lifetime with my amazing trivia.
1:27.0	And now two guys who love both food and movies at the same time, and Ojjjjjjjjjjjjjjjj
1:37.0	nothing I like better than going to a movie and spend an $87 on popcorn.
1:47.0	I was just at the movies. It wasn't 87, but it was very close.
	...

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